The new sales economy, and specifically technology, have broadened the ways in which relationships in the accounting industry and other professional services industries are built and sustained. But it’s still the value created through a strategic relationship that remains at the heart of the most successful business development. Do you know how to find and make those connections, and turn kernels of a new relationship into a long-term loyal customer for your firm?

For anyone involved in the creation of POs and the overall accounts payable workflow, automation of processes is key to accelerating operational efficiencies, improving accuracy, reducing human error and expanding visibility and control. In this blog post, you’ll get an in-depth look at what an automated PO-to-payment-to-reconciliation workflow looks like and the value it offers. From PO syncing and auto-fill capabilities to two-way matching of POs and invoices, learn how you can automate your AP tasks with streamlined ease.

Invoicing is key to smooth cash flow. Learn how proper invoice management can help keep you organized—and your business healthy.

Why do some accounting firms grow faster and make fatter margins than others? Do they know something that the rest of us don’t? One of the best ways to understand high-growth firms and uncover their secrets is to compare them to their no-growth peers. Which is exactly what we did. Let’s take a look at five major findings from our research…

If you recall from Part I, we delved into the initial phase of the broad sales process—Discovery. We also walked you through the two sub-phases that support discovery efforts: Identify and Interview. Today, we continue with our experts Jordan Cooper, Senior Accounts Manager and Tate Henshaw, Xero Ambassador, to offer you common objections that prospects will throw out during the sales process, supported by sound tactics and tips to help you move past them and on to winning the client.